Portfolio Management Services (PMS)Compare Schemes
Investvalue India Winners Portfolio vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Investvalue India Winners Portfolio
Northern Arc Credit Opportunities Strategy
Return for the risk
1 yr return
5%
10%
15%
20%
0%
10%
Volatility • 1 yr deviation
1 Month
5.49%
1.23%
6 Months
—
5.08%
1 Year
—
12.24%
3 Years
—
—
5 Years
—
—
Since Inception
17.31%
11.71%
Fund Age
5 mo
2 yrs 7 mo
AUM
₹30.77 Cr
₹6.47 Cr
Alpha – 1 Year
—
2.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
1.78%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
3.43
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 20% · M 23% · S 49%
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Number of Stocks
20
1
Portfolio P/E
53.40
—
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
MIDLAND MICROFIN LIMITED · 52.82%
Spandana Sphoorty Financial Limited · 29.77%
Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%
Krazybee Services Private Limited · 4.36%
Top Sectors
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Others · 13.05%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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